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  3. EPM - Workforce Planning and Annual Plan

EPM - Workforce Planning and Annual Plan

Annual Plan:

The Annual Plan is the consolidated planning view of the campus budget for the upcoming fiscal year.   It brings together these elements into a single, integrated view:

 

FMM Training Courses and Information

  • Training Schedule
  • Workforce Planning (e-learning) 
  • Annual Plan (e-learning)
  • Carryforward Training (e-learning)
  • EPM Terminology and Reporting
  • EPM Transfers & Revenues
  • Transfers, Commitments and Budgeting Office Hours

Additional Resources

  • EPM Workforce and Annual Plan User Guide
  • Carryforward Process FAQs 
  • Workforce Planning FAQs

Quick Reference Guides

  • EPM Workforce Plan: Navigating Position Roster Forms
  • EPM Workforce Plan: Navigating Budget Roster - Single Incumbent Forms
  • EPM Workforce Plan: Override BDP with Funding
  • EPM Workforce Plan: Add a New Position
  • EPM Workforce Plan: Add New CCOA Line Function
  • EPM Workforce Plan: Forms to View after Planner Edits
  • EPM Workforce Plan: Control Point Approval and Push to Annual Plan
  • EPM Workforce Plan: Using Add New Position Function to Add Incremental Position FTE and Salary

Known Issue Resolutions

  • EPM Workforce Plan: BDP Funding Seed Method Issue Resolution Process
  • EPM Workforce Plan: Positions less than 1.0 FTE Salary Issue Resolution

 

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